EI
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Ethic Inc’s United Bankshares UBSI Stock Holding History

Ethic Inc’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,972
Closed -$206K – 1299
2025
Q1 		$206K Buy
5,972
+537
+10% +$19.7K ﹤0.01% 1065
2024
Q4 		$204K Sell
5,435
-1,101
-17% -$43.4K ﹤0.01% 1057
2024
Q3 		$234K Buy
+6,536
New +$239K 0.01% 964
2024
Q2 		– Sell
-6,536
Closed -$234K – 1174
2024
Q1 		$234K Sell
6,536
-216
-3% -$7.64K 0.01% 962
2023
Q4 		$254K Buy
+6,752
New +$215K 0.01% 922
2023
Q3 		– Sell
-12,739
Closed -$378K – 1063
2023
Q2 		$378K Sell
12,739
-4,190
-25% -$132K 0.01% 730
2023
Q1 		$596K Sell
16,929
-236
-1% -$9.26K 0.02% 600
2022
Q4 		$695K Buy
17,165
+1,614
+10% +$65.4K 0.04% 469
2022
Q3 		$556K Buy
15,551
+1,681
+12% +$62.7K 0.04% 465
2022
Q2 		$486K Buy
+13,870
New +$487K 0.03% 479

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return